If you haven’t ever looked at a Docx template before but want to give it a go you should be fine without any further study except know this: Do not change anything else on the template, don’t add a space and don’t do anything other than what is described below. This is important.
When saving your Docx template I suggest you save it with today’s date in the format 23Jun14 at the end of the title i.e. REBS_invoice23Jun14.docx in your My Documents folder as you will need to locate it to upload it.
The upload process is done individually, not as a single file like the download process. When ready to upload, go to Step 1 and you will see clearly what needs to be done.
First, download your DOCX themed templates from Xero to your Desktop so you can change them:
- Go to Settings > General Settings > Invoice Settings.
- Locate the theme you want to change. Use the Download button to download the ZIP file that contains the DOCX templates.
- You’ll want to change the INVOICE, PURCHASE ORDER AND CREDIT NOTE templates if you are buying and selling goods that include 3 or 4 decimal places.
- Open the template you want to change from the ZIP file.
- Highlight «UnitAmount». Right-click and select Toggle Field Codes.
- Change "#,##0.00;(#,##0.00)" to "#,##0.00##;(#,##0.00##)" by placing your curser on the text and typing.
- Save the file to your computer.
- On the Invoice Settings screen, click the Upload button to upload your changed file.
- Repeat the process for each (sales invoice, credit note, purchase order) template.
I advise that you test it by doing a dummy PO, and converting that to a Creditor invoice (in Draft, so it can be deleted) and a dummy sales invoice in Draft also.